BrightManager has a feature called Email Manager which allows you to see all your forwarding emails if you have this set on the system. Each staff member has their own unique forwarding email address, so they will only be able to see emails that were sent to them originally. 

 

All emails forwarded to your forwarding address are automatically attached to the relevant client's Timeline. This is accessible in the Client file.

Using Email Manager you can link an email to a client timeline even if the address isn't present on their client file. You can also unlink an email from a client to remove it from their Timeline.

To access this feature, go to Tools > Email Manager.

When you open the page the filter will be set to show you just unlinked emails by default. You can use the Filter dropdown to see Linked, Unlinked, or All emails. The search button can also be used to sort by the subject or email address.

 

On the top right of the screen, you have an option to add a New Task or Delete Email.

Outgoing Queue — Viewing Recipients

The Outgoing Queue is accessible within Email Manager and shows all emails queued to be sent from BrightManager. 

From 22 June 2026, the Client column in the Outgoing Queue now displays all recipient levels — To, CC, and BCC directly in the queue view.

You can verify who will receive each email at a glance without opening individual messages. CC and BCC entries only appear when those recipients are present. Multiple recipients at the same level are displayed on a single line, separated by commas.

This makes it straightforward to review recipient details particularly when managing bulk or automated emails before they are sent.

Auto-fill Email Addresses When Composing Emails

From 22 July 2026, the To and CC fields now suggest matching email addresses as you type when composing or replying to emails from a Client File. A dropdown appears showing all email addresses saved against that client file — including the company email, main contact, secondary contact, and any other contacts on the file — so you can select recipients quickly without typing addresses in full.

This is available in two places:

• When clicking Send Email from the Client File page (opens in a new tab)
• When clicking Reply from the Timeline page

You can still type any address manually, and the dropdown and manual entry work together in the same field. The BCC field is not affected by this change.